US · Consumer Cyclical · Resorts & Casinos
EPS came in at 1.69 against a street estimate of 2.56 — a miss of 34.0%.
Analysts rate Marriot Vacations Worldwide a buy (8 buy, 2 hold, 2 sell out of 12) with an average price target of $123.00.
CONFIDENT VAC crushed Q2 with 22% contract sales growth and $215M EBITDA, driven by new Tour Logistics algorithm and owner loyalty tiers. Raised full-year EBITDA guidance $50M to $805–830M. Strong momentum continuing into July. Q2 2026 North America drove growth. Asia Pacific inventory spending down $35M YoY post-rightsizing. Analysts pressed on Tour Logistics contribution vs. newly launched programs (Inner Circle, Premier Vacations), hotel linkage scale, and leverage-to-buyback timeline. Management confirmed Tour Logistics + loyalty refresh drove Q2; new programs fuel H2. Limited hotel partnerships today but significant upside. Committed to opportunistic buybacks once leverage reaches upper 3x. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.52% |
| Impactive Capital LP | 12.01% |
| Vanguard Portfolio Management, LLC | 5.53% |
| Dimensional Fund Advisors, Inc. | 4.50% |
| Fuller & Thaler Asset Management Inc | 4.32% |
| Vanguard Capital Management, LLC | 3.93% |
| State Street Corp | 3.36% |
| RIMA MANAGEMENT, LLC | 3.27% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, total revenue was $1,367 million, up from $1,263 million in the same period of 2025 | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,367 million, up 8% year over year; revenue excluding cost reimbursements was $921 million, up 14 | 2026-11-04 |
| Quarterly report · Q2 2026 MARRIOTT VACATIONS WORLDWIDE CORPORATION 10-Q SUMMARY FOR RETAIL INVESTORS --- HEADLINE NUMBERS • Total Revenues (6 months ended June 30, 2026): $2 | 2026-08-06 |
| Results announced · Q3 2026 MARRIOTT VACATIONS WORLDWIDE (VAC) – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Contract sales: $545 million, up 22% year-over-year • Net income: $ | 2026-08-06 |
| Board / officer change · Q3 2026 MARRIOTT VACATIONS WORLDWIDE CORP – FORM 8-K SUMMARY HEADLINE NUMBERS • CFO Base Salary: $650,000 minimum annually (subject to Board increases) • Ta | 2026-08-03 |
| Board / officer change · Q3 2026 MARRIOTT VACATIONS WORLDWIDE CORP - FORM 8-K SUMMARY HEADLINE NUMBERS • Executive separation cost: $1,425,000 severance payment (1.5x base salary pl | 2026-07-21 |
| Board / officer change · Q2 2026 MARRIOTT VACATIONS WORLDWIDE CORP – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 15, 2026 • 29,969,049 shares represented | 2026-05-18 |
| Quarterly report · Q1 2026 MARRIOTT VACATIONS WORLDWIDE CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Q1 2026 Net Income: $22 million (down 61% from $56 million in Q1 | 2026-05-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.80 / share ex-date Sep 16, 2026 · pay Sep 30, 2026 | 2026-09-16 |
| Dividend | $0.80 / share ex-date May 27, 2026 · pay Jun 10, 2026 | 2026-05-27 |
| Dividend | $0.80 / share ex-date Mar 4, 2026 · pay Mar 18, 2026 | 2026-03-04 |
| Dividend | $0.80 / share ex-date Dec 24, 2025 · pay Jan 7, 2026 | 2025-12-24 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Marriot Vacations Worldwide — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.